Overview
In this role, you will manage a portfolio of private client tax compliance work within KPMG’s FO&PC team, guiding day-to-day advisory matters and delivering high-quality tax services. You will work with cross-functional colleagues to identify value-added opportunities and support business growth while upholding meticulous standards in a regulated personal tax environment. The role offers exposure to diverse high net worth clients and potential for professional development in a collaborative, inclusive culture. You will help shape client service, risk management, and efficient operations in a dynamic practice.
Pay / Benefits
- Flexible working options
- Training and development opportunities
- Secondment opportunities
- Preferential banking services
- Birthday day off
- Open conversations about career development
Responsibilities
- Manage a portfolio of compliance clients and act as their relationship owner
- Lead day-to-day advisory matters for clients and collaborate with advisory colleagues
- Review complex and varied personal tax returns, capital gains calculations, and land/property accounts
- Address complex residence and remittance issues in client work
- Manage risk and regulatory considerations for the portfolio, including budgeting and work-in-progress
- Ensure timely billing and cash collection and oversee client service quality
Key requirements
- Qualified tax adviser or accountant (ATT, CTA, ACA or ACCA)
- Demonstrable experience in a personal tax environment with a diverse private client portfolio
- Proven ability to deliver high-quality client service to a large portfolio
- Strong client relationship and engagement management
- Excellent communication skills and proactive idea sharing
- Willingness to contribute to business growth and practice development
- Personal tax returns preparation and review
- Capital gains calculations
- Land and property accounts handling
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